HORAN Wealth’s MDU Resources MDU Stock Holding History

HORAN Wealth’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$207K	Hold	10,000	–	–	0.02%	192
2025 Q4	$195K	Hold	10,000	–	–	0.03%	176
2025 Q3	$178K	Hold	10,000	–	–	0.03%	191
2025 Q2	$167K	Buy	+10,000	New	+$168K	0.05%	119

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HORAN Wealth's MDU Position: Q1 2026 in Review

HORAN Wealth held its MDU Resources (MDU) position steady in Q1 2026 at 10,000 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #192.

HORAN Wealth first reported a position in MDU in Q2 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

HORAN Wealth held 10,000 shares of MDU Resources worth $207K as of Q1 2026.
HORAN Wealth left its MDU Resources share count unchanged in Q1 2026.
MDU Resources made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #192 holding.
HORAN Wealth first reported a position in MDU Resources in Q2 2025 and has held it in 4 quarters since.
419 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.